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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,669 | $157,276+18.7% | $141,177+32.2% | $152,885+22.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.11% | 64.33%-43.2pp | 71.40%-50.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,266 | $7,110-11.9% | $6,710-6.6% | $5,851+7.1% |
| Admin fee / account holder | $464 | $12,123-96.2% | $10,263-95.5% | $11,598-96.0% |